Skip to content
Disclosery

Charles Schwab Trust Co: ATEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on ATEN, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 761,676 ATEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 761,676 shares
    Change vs previous 13F +17,708 shares

    <0.01% of the 13F portfolio, value $28,456,215.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 743,968 shares
    Change vs previous 13F +15,400 shares

    <0.01% of the 13F portfolio, value $17,200,540.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 728,568 shares
    Change vs previous 13F +19,356 shares

    <0.01% of the 13F portfolio, value $12,888,370.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 709,212 shares
    Change vs previous 13F +3,487 shares

    <0.01% of the 13F portfolio, value $12,872,198.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 705,725 shares
    Change vs previous 13F +30,049 shares

    <0.01% of the 13F portfolio, value $13,655,779.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 675,676 shares
    Change vs previous 13F +7,246 shares

    <0.01% of the 13F portfolio, value $11,040,546.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 668,430 shares
    Change vs previous 13F +17,510 shares

    <0.01% of the 13F portfolio, value $12,299,112.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 650,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,399,278.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).